George Sandmann - Podcast Details

Shows

$Growth-Drive\'s Business Advisor Coffee Klatsch$ Growth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 07-29-2025SummaryThe conversation explored various strategies for client acquisition, emphasizing the importance of live events, collaboration, and building a referral network. Participants shared insights on managing sales funnels, the role of content strategy, and the significance of personal relationships in business development. The discussion highlighted the evolving landscape of marketing, particularly the impact of technology and AI on client engagement and relationship management.KeywordsGPT, client acquisition, live events, networking, referral network, sales funnel, content strategy, business development, collaboration, workshopsChapters00:00 Introduction and Excitement for Custom GPT04:36 Client Acquisition Strategies and...2025-07-291h 23 $Growth-Drive\'s Business Advisor Coffee Klatsch$ Growth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 07-22-2025SummaryThe conversation covered various aspects of business valuation, focusing on the DCF (Discounted Cash Flow) method, insights from the AMAA conference, and the role of technology and AI in enhancing valuation processes. Participants discussed the importance of understanding market dynamics, key performance indicators, and the challenges faced in accurately valuing businesses. Networking opportunities and upcoming events were also highlighted, emphasizing the need for collaboration and knowledge sharing among professionals in the field.Keywordsbusiness valuation, DCF, AMAA conference, technology updates, networking, KPIs, AI in business, market dynamics, financial analysis, investment bankingChapters 2025-07-221h 09

The Growth-Drive Hot SeatThe Growth-Drive Hot Seat: Why Owners Delay–and How to Break Through With Fletcher BrownSummaryIn this conversation, Fletcher Brown, CEO of the Business Enterprise Institute, and George Sandmann discuss the concept of owner-based planning, its evolution from exit planning, and its significance for business owners. Brown emphasizes the importance of helping owners grow their business value, minimize risks, and ensure continuity. The discussion also highlights the collaborative opportunities between advisors and the need for effective communication with business owners. Fletcher shares insights on the training and resources available for advisors to implement owner-based planning effectively.Keywordsowner-based planning, exit planning, business value, risk management, continuity, business owners, financial...2025-07-1633 min $Growth-Drive\'s Business Advisor Coffee Klatsch$ Growth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 07-15-2025SummaryIn this conversation, George Sandmann, founder and CEO of Growth Drive, discusses the importance of community engagement among business advisors, the integration of AI in business methodologies, and the potential for collaboration with law firms. The conversation also covers the creation of mastermind groups for business owners, updates on Growth Drive's software tools, and the significance of preparing businesses for eventual exits. The participants share insights on networking opportunities and the value of strategic planning in enhancing business growth.KeywordsGrowth Drive, business advisory, AI, community engagement, exit planning, software updates, mastermind groups, law...2025-07-1659 min

The Growth-Drive Hot SeatThe Growth-Drive Hot Seat with Mike GarrisonSummaryIn this engaging conversation, Mike Garrison and George Sandmann discuss the evolving landscape of client acquisition, emphasizing the decline of email marketing and the importance of referrals as a marketing strategy. They explore the significance of accountability in client relationships, the role of AI in professional services, and the necessity of building authority through content creation. The discussion also highlights the upcoming Growth Drive Summit, focusing on networking opportunities and the differences between analog and digital marketing strategies. Ultimately, the conversation underscores the importance of nurturing relationships and understanding client capacity for successful business growth....2025-07-0949 min $Growth-Drive\'s Business Advisor Coffee Klatsch$ Growth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 07-08-2025SummaryThis conversation explores various themes related to growing and managing advisory businesses. It covers technical issues, scheduling for reviews, strategies for growth, the importance of valuation, and the challenges faced by the accounting profession. The discussion emphasizes the need for effective management, networking, and collaboration among advisors, as well as the significance of understanding individual strengths in building a successful business.Keywordsadvisory business, growth strategies, valuation, intellectual property, scaling practices, networking, collaboration, business models, accounting profession, outsourcingChapters00:00Introduction and Technical Issues02:06C3D Review and Scheduling 2025-07-091h 00 $Growth-Drive\'s Business Advisor Coffee Klatsch$ Growth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 07-01-2025SummaryThe conversation revolves around the development of use cases for the Growth Drive initiative, emphasizing the importance of collaboration, strategic planning, and understanding client needs. Participants discuss the distinction between use cases and case studies, the planning for an upcoming summit, and the value of community engagement in enhancing professional growth. The dialogue highlights the necessity of defining clear objectives and the role of each member in contributing to the collective success of the initiative.KeywordsGrowth Drive, Use Cases, Case Studies, Summit Planning, Client Acquisition, Strategic Capacity, Community Collaboration, Business Growth, Advisory Services...2025-07-0254 min

The Growth-Drive Hot SeatGrowth-Drive Hot Seat: GFS on Process 2025-06-2725 min

The Growth-Drive Hot SeatGrowth-Drive Hot Seat with Jacob Andra, AI Thought LeaderSummaryIn this conversation, Jacob Andra from Talbot West discusses the transformative potential of AI in various business sectors, particularly in mergers and acquisitions. He emphasizes the importance of imagination in leveraging AI capabilities and the need for businesses to integrate AI into their operations for enhanced efficiency and competitive advantage. The discussion also covers the challenges of AI implementation, the significance of human oversight to mitigate errors, and the future landscape of AI in business strategy.KeywordsAI, artificial intelligence, mergers and acquisitions, business efficiency, implementation challenges, AI accuracy, hallucinations, business strategy, technology, innovation 2025-06-2432 min $Growth-Drive\'s Business Advisor Coffee Klatsch$ Growth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 06-17-2025SummaryIn this conversation, George Sandmann, founder and CEO of Growth Drive, discusses the importance of community engagement among business advisors, reflections on the AICPA Growth Forum, and the evolving role of technology and private equity in the accounting industry. The conversation also covers upcoming conferences, the integration of DCF models into software solutions, and the significance of tracking strategic capacity and financial performance. Additionally, the group explores the future of CFO software, updates on AI developments, and the importance of understanding deal terms in private equity investments.KeywordsGrowth Drive, AICPA, private equity, technology...2025-06-1754 min

The Growth-Drive Hot SeatEngineering Enterprise Value: How Strategic Capacity is Redefining M&AIn this episode, we explore how the concept of Strategic Capacity is transforming the way businesses are valued in mergers and acquisitions. Moving beyond traditional EBITDA multiples, this framework evaluates a company’s true potential through 24 Growth-Driving Objectives across three core dimensions: Predictable Profits & Cash Flow, Predictable Sustainable Growth, and Predictable Transferable Value.You’ll learn how this structured, data-driven approach enables precise benchmarking, improves decision-making, and reduces execution risk—especially when powered by CLARITY’s AI-enabled platform. Whether you're an advisor, investor, or business leader, this episode unpacks how Strategic Capacity can drive higher valuations and more suc...2025-06-1207 min $Growth-Drive\'s Business Advisor Coffee Klatsch$ Growth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 06-10-2025SummaryThis conversation explores the complexities of family-owned businesses, focusing on the dynamics of ownership, the challenges of transitioning leadership, and the importance of communication. The speakers share personal experiences and insights on navigating these issues, emphasizing the need for preparation and understanding individual goals within family businesses. This conversation delves into the complexities of succession planning in family businesses, emphasizing the importance of understanding the emotional dynamics at play. The speakers discuss the necessity of aligning business goals with personal aspirations, the challenges of family dynamics, and the role of feedback in fostering growth. They highlight the...2025-06-1152 min $Growth-Drive\'s Business Advisor Coffee Klatsch$ Growth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 06-03-2025SummaryIn this conversation, George Sandmann, founder and CEO of Growth Drive, discusses the importance of community engagement among business advisors, the sharing of resources, and the evolution of training and certification in the advisory space. The dialogue covers insights from recent conferences, the cultural shifts within accounting firms, and strategies for building trust and expanding client relationships. Participants share their experiences and strategies for navigating the complexities of advisory practices, emphasizing collaboration and the need for a proactive approach to client engagement.KeywordsGrowth Drive, business advisory, client acquisition, community support, CPA firms, networking...2025-06-0355 min

The Growth-Drive Hot SeatFrom Strategy to Execution: How Firms Grow with Intention with Christine HollindenSummaryIn this conversation, George and Christine discusses the evolving landscape of the accounting industry, emphasizing the importance of strategic capacity, client needs, and the impact of private equity. She highlights new pathways to becoming a CPA, the significance of alternative practice structures, and the role of accounting firms in enhancing enterprise value. The discussion also touches on cultural shifts within the profession, the influence of AI, and the broader implications for job creation and community impact.Keywordsaccounting, strategy, private equity, CPA, business growth, advisory services, enterprise value, client needs, industry trends, cultural shifts 2025-06-0252 min $Growth-Drive\'s Business Advisor Coffee Klatsch$ Growth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 05-27-2025SummaryIn this conversation, George Sandmann and his guests discuss the role of AI in business consulting, emphasizing the importance of human interaction, the distinction between knowledge and wisdom, and the evolving landscape of the CPA profession. They explore how AI can enhance data management and decision-making but caution against over-reliance on technology without the human touch. The discussion highlights the need for trust in client relationships and the future of advisory services in a rapidly changing environment.KeywordsGrowth Drive, AI in business, consulting, business advisory, data management, CPA profession, human interaction, trust in...2025-05-2757 min $Growth-Drive\'s Business Advisor Coffee Klatsch$ Growth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 05-20-2025SummaryIn this conversation, George Sandmann and his colleagues discuss the Growth Drive system, focusing on how business advisors can help clients achieve growth, value, and profitability. They explore the importance of strategic clarity, team alignment, and effective execution leadership in driving business success. The discussion also emphasizes the need for managing change and ensuring that all team members are engaged in the process of growth and improvement.KeywordsGrowth Drive, business advisory, strategic growth, team alignment, execution leadership, client engagement, business value, change management, leadership clarity, advisory communityChapters00:00Exploring...2025-05-2150 min

The Growth-Drive Hot SeatBurn the Boats: Why CPAs Must Evolve or Get Rolled UpSummaryThis conversation delves into the evolving role of CPAs in the business landscape, emphasizing the importance of advisory services and the need for CPAs to adapt to remain relevant. The speakers discuss the shift in trusted advisors from accountants to financial advisors, the impact of private equity on CPA firms, and the necessity for CPAs to provide value-driven services that foster client relationships and drive business growth. The discussion culminates in a call to action for CPAs to embrace change and enhance their advisory capabilities.KeywordsGrowth Drive, CPA, advisory services, private equity, business...2025-05-1937 min

The Growth-Drive Hot SeatStop Being the Hub of the Wheel: Brad & Clay Eure on Systematizing SuccessSummaryIn this conversation, Brad & Clay Eure discuss their journey as small business consultants, focusing on the importance of systematic processes in advisory services. They share insights on qualifying clients, the significance of clarity in business strategy, and the necessity of accountability within leadership teams. The discussion also highlights success stories of businesses they've transformed and emphasizes the need for clear feedback in fostering growth and improvement.Keywordsbusiness advisory, client wins, systematic processes, leadership, accountability, growth strategy, business transformation, coaching, client qualification, feedbackChapters00:00Introduction and Context00:58Brad's...2025-05-1332 min $Growth-Drive\'s Business Advisor Coffee Klatsch$ Growth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 05-13-25SummaryIn this conversation, George Sandmann and his guests discuss the importance of community in business advisory, the impact of AI on consulting practices, and the significance of intellectual property. They share insights from the Growth Drive Summit, emphasizing the need for thought leadership and client engagement. The discussion also highlights how AI can enhance business processes and the future of consulting in a technology-driven landscape.KeywordsGrowth Drive, business advisory, community engagement, AI in consulting, intellectual property, client engagement, business processes, future of AI, Growth Drive Summit, business valueChapters00:00...2025-05-1353 min

The Growth-Drive Hot SeatThe Truth About Exit Planning: Why 83% of Owners Aren’t There YetSummaryIn this conversation, George discusses the importance of exit planning and growth strategies for businesses. He emphasizes that while exit planning is crucial, the real focus should be on growth and increasing strategic capacity. He explores the roles of different exit planning organizations, the advisory spectrum, and the need for businesses to become 'immortal' to maximize their value. The discussion also covers the seven elements of the business advisory process and introduces the concept of the 'seventh exit option'—the oil well, which allows businesses to thrive without necessarily selling. George concludes by inviting listeners to engage wi...2025-05-0736 min $Growth-Drive\'s Business Advisor Coffee Klatsch$ Growth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 05-06-2025SummaryIn this conversation, George Sandmann and his colleagues discuss the intricacies of business advisory services, focusing on client engagement, strategic intent, and the importance of understanding unique business structures. They explore the concept of 'secret sauce' in business valuation and the emotional aspects of transitioning from business ownership. The discussion also highlights the need for a sense of belonging among business owners and the potential for encore careers for successful CEOs.KeywordsGrowth Drive, business advisory, strategic intent, client engagement, business valuation, secret sauce, belonging, encore careers, unconventional business structures, private equity...2025-05-0745 min $Growth-Drive\'s Business Advisor Coffee Klatsch$ Growth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 04-29-2025SummaryIn this conversation, the participants discuss the challenges and strategies involved in business advisory, particularly focusing on the Growth Drive system. They explore client engagement, the importance of referrals, and the need for businesses to reinvent themselves to overcome growth plateaus. The discussion also highlights the role of CPAs in the advisory process, the barriers to strategic thinking among business owners, and the significance of co-marketing efforts to fill service gaps. Overall, the conversation emphasizes the need for effective communication, strategic questioning, and collaboration to drive business success.KeywordsGrowth Drive, business advisory, client...2025-04-3049 min

The Growth-Drive Hot SeatFA Exit Planners + Growth Advisors = WINSummaryIn this episode of The Business Advisor Hot Seat, George Sammann discusses the importance of collaboration between wealth advisors and growth advisors in the context of exit planning. He emphasizes the role of wealth advisors in helping business owners achieve their financial goals and the necessity of understanding strategic capacity and business value. The conversation highlights the benefits of early engagement in planning, risk mitigation, and maximizing sale proceeds, ultimately leading to shared success for all parties involved.KeywordsGrowth Drive, Wealth Advisors, Exit Planning, Business Value, Strategic Capacity, Collaboration, AUM, Risk Mitigation, Financial...2025-04-2431 min $Growth-Drive\'s Business Advisor Coffee Klatsch$ Growth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 04-22-2025SummaryIn this conversation, George Sandmann and various speakers discuss the intricacies of business advisory, focusing on the importance of proper discovery, the challenges faced by value advisors, and the need for collaboration among specialists. They emphasize the emotional aspects of client relationships and the necessity of building trust and vulnerability. The discussion also touches on the significance of case studies and community collaboration in enhancing advisory practices, culminating in planning for the upcoming Growth Drive Summit.Keywordsbusiness advisory, client relationships, value creation, discovery process, generalists vs specialists, trust, vulnerability, emotional intelligence, case studies...2025-04-2353 min

The Growth-Drive Hot SeatGeorge explores Referral-Driven Sales Process with Mike GarrisonSummaryIn this podcast, Mike and George delve into the critical issue of owner dependence in businesses, discussing its implications on valuation, sales processes, and overall business success. They explore how owner dependence can hinder growth and create challenges in the market, particularly in the financial services sector. The discussion emphasizes the importance of strategic capacity and the need for businesses to evolve beyond their owners to achieve sustainable growth and value.KeywordsOwner dependence, sales process, business valuation, strategic capacity, financial services, client experience, business growth, advisory business, market trends, business ownership...2025-03-2515 min

The Growth-Drive Hot SeatCLARITY: What's In the Box?SummaryThis conversation focuses on the Growth Drive Summit and the importance of building a profitable advisory business. It delves into the Growth Drive process, emphasizing clarity, strategic planning, and execution leadership. The discussion highlights the significance of collaboration among advisors and the use of technology to enhance business value and client engagement.KeywordsGrowth Drive, advisory business, strategic planning, business value, client engagement, exit planning, wealth advisory, clarity process, leadership alignment, business operating systemChapters00:00Introduction to Clarity Tool03:23Understanding Strategic Capacity and Value Planning06:09 2025-03-2025 min $Growth-Drive\'s Business Advisor Coffee Klatsch$ Growth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 03-18-25SummaryIn this conversation, George Sandman and his colleagues discuss various strategies for enhancing client engagement and communication within the Growth Drive framework. They explore the importance of clarity in client interactions, effective documentation of business goals, and the balance between advisory and execution roles. The discussion also emphasizes the need for structured onboarding processes and the significance of aligning team members and external resources to achieve strategic objectives. Throughout the conversation, participants share insights on navigating client expectations, facilitating effective discussions, and identifying core business issues that impact overall performance.KeywordsGrowth Drive, business...2025-03-1949 min

The Growth-Drive Hot SeatHow Collaboration Drives Business Growth with Author and CEO Mike GarrisonSummaryIn this episode, the hosts discuss the Growth Drive methodology and the importance of collaboration in business development. They emphasize the need for effective marketing strategies, the significance of referrals, and the role of financial advisors in helping businesses grow. The conversation also touches on the buyer's journey, the importance of educating clients about transferable value, and how to engage clients effectively. The hosts share insights on using Clarity software to enhance business consulting and the necessity of strategic planning for business owners.KeywordsGrowth Drive, business advising, collaboration, marketing strategies, referrals...2025-03-1251 min $Growth-Drive\'s Business Advisor Coffee Klatsch$ Growth-Drive's Business Advisor Coffee KlatschGrowth-Drive Coffee Klatsch 03-11-2025SummaryThe conversation revolves around the themes of building a profitable advisory business, the future of financial planning, strategic planning, and the role of growth advisors. The speakers discuss the importance of educating business owners, crafting effective messaging, and guiding clients through their growth journey. They emphasize the need for collaboration and strategic planning to enhance the value of businesses and prepare for future transitions.KeywordsGrowth Drive, financial planning, advisory business, strategic planning, exit strategies, business growth, client education, messaging, guided conversations, pipeline buildingTakeawaysThe in-person summit...2025-03-1257 min $Growth-Drive\'s Business Advisor Coffee Klatsch$ Growth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 03-04-25Summary: In this week's conversation George Sandman, founder and CEO of Growth Drive, discusses the importance of business advisory, community networking, and strategic planning for business owners. The conversation covers the enhancements in the C3D course, the significance of exit planning, and the role of mentorship in guiding business owners. Additionally, the discussion highlights tax strategies and the need for business owners to start planning early for their exit. The participants share insights on understanding client needs and the evolving future of business advisory.Takeaways-Growth Drive is a community focused on business advisory.-Networking...2025-03-041h 06 $Growth-Drive\'s Business Advisor Coffee Klatsch$ Growth-Drive's Business Advisor Coffee KlatschGrowth-Drive Weekly Coffee Klatsch 02-25-2025Summary: The conversation revolves around the C3D course, its structure, content, and the importance of community engagement and mentorship in the learning process. Participants discuss the emotional aspects of client interactions, the significance of understanding client motivations, and strategies for effective engagement. The dialogue emphasizes the need for practical application of knowledge and the value of peer support in professional growth.Takeaways-The C3D course is designed to enhance business growth methodologies.-Community engagement is crucial for effective learning and support.-Understanding client motivations is key to successful advisory relationships.-Emotional connections...2025-02-2757 min

The Growth-Drive Hot SeatTransforming Accounting: From Bean Counters to Strategic Advisors with Growth-Driver Carl J. Cox of 40AccountingSummary: In this episode, George speaks with Carl J. Cox, founder of Forty Accounting and Forty Strategy, about the evolving role of CPAs in strategic planning and business advisory. They discuss the importance of looking forward rather than backward, the impact of tariffs on global manufacturing, and the necessity of cash flow management. Carl shares insights on the launch of Forty Accounting and the need for strategic partnerships in the accounting industry. The conversation emphasizes the importance of validating strategic decisions and the shift towards a more advisory role for accountants.Takeaways-CPAs need to evolve from...2025-02-2741 min

Bowne Report PodcastMedia Hypocrisy Collapses Under Its Own WeightMedia Hypocrisy Collapses Under Its Own WeightThe media has been long overdue for a massive overhaul. The public has grown overwhelmingly fatigued by tuning into the spectacle of the media having to swallow the lies that Americans were fed with such an authoritative and egotistical tone. A key part of the social contract between media and the public is trust. This breakdown of trust has become a pitiful display of cognitive dissonance among the true believers and informed pushback from those that question the narrative. The hypocrisy has become claustrophobic...2025-02-2716 min

The Growth-Drive Hot SeatExit Planning and Unlocking the Freedom Point with Greg Maddox of Cultivate AdvisorsSummary: In this engaging conversation, George and Greg delve into the concept of the 'Freedom Point' in business, exploring how business owners can achieve a lifestyle that allows them to work on their own terms. They discuss the importance of understanding the wealth and value gaps that exist for business owners, the emotional implications of not reaching one's freedom point, and the necessity of creating a holistic business plan that aligns personal and business goals. The conversation emphasizes the need for strategic intent, leadership, and data-driven decision-making to create a thriving business that offers freedom and control.Takeaways 2025-02-1944 min

The Growth-Drive Hot SeatAdvisors Talk Candidly about Marketing 2025-02-0552 min

The Growth-Drive Hot SeatPrivate Business is the Engine for the Pursuit of HappinessSummaryIn this conversation, George Sandman passionately discusses the importance of capitalism and private business as the driving force behind the pursuit of happiness. He reflects on the role of private enterprise in democracy, the need for wealth democratization, and the impact of successful businesses on communities. Sandman emphasizes the necessity of transparency in business operations and the responsibility of business advisors to help clients grow strategically. He concludes with a vision to end poverty and create a thriving economy through effective business practices.TakeawaysCapitalism, while not perfect, is the best system...2025-01-2225 min

The Growth-Drive Hot SeatConvo with Growth-Drive 2024 Member of the Year Mike DesiatoIn this conversation, George Sandmann introduces Mike Desiato, Growth-Drive's Member of the Year. Desiato discusses his journey from public accounting to becoming a business transition specialist focused on exit planning. He emphasizes the importance of helping business owners prepare for their exit and maximize the value of their businesses. The discussion covers the significance of collaboration among advisors, the concept of creating an immortal business, and the future of advisory services in the context of exit planning.2025-01-1440 min

The Growth-Drive Hot Seat*New* 5-Year M&A Price ProjectionIn this conversation, George from Growth Drive discusses the importance of strategic capacity in business growth and value. He introduces the C3D certification for business advisors and explains how the Equity Value Planner can help clients understand their business's worth and potential for growth. The discussion emphasizes the role of technology in analyzing business value and the emerging profession of growth advisors. George provides actionable insights on maximizing business value through strategic capacity and growth scenarios, concluding with a call to action for feedback and engagement.2025-01-1018 min

Lake Protectors5 | Safety vs Water Quality: Finding a Balance with Chris NavitskyWelcome back and Happy New Year, Lake Protectors! This week, we are joined by Chris Navitsky, the Lake George Waterkeeper, to talk about road salt and the impact it has on water quality. While road salt is necessary for safety, excessive use leads to environmental problems, including chloride accumulation in water, which disrupts lake turnover, harms aquatic life like zooplankton, and affects local infrastructure. Join us as we chat about the LGA’s Science to Solutions approach and community efforts that are making a real difference in the fight to protect Lake George and beyond. We will also hear fro...2025-01-0857 min

Can I Borrow Your Car?George Sandmann, Founder & CEO of Growth-Drive Mike Garrison: Welcome to the Why Should I Refer You? There were different titles that were explored early in the process of this podcast. George was involved in those. But we decided this is the safe one. And so, George, you can insert expletive wherever necessary in the statement. But Mike Garrison: the reality is is, you're a great guest to have on this. The oracle of growthology, I believe. Mike Garrison: was the was the the title that you refer to yourself by so real quick. Introduce yourself to...2024-12-2034 min

The Growth-Drive Hot SeatNavigating Exit Planning: Aligning Personal Intent with Business Growth StrategiesSummary:In this podcast episode, the host discusses the critical relationship between exit planning and business growth. Featuring insights from industry experts Mike Garrison and Fletcher Brown, the conversation emphasizes the importance of aligning personal and professional intent when planning for business exits. The episode outlines six exit options, focusing on four primary methods: sale to an insider, third-party sale, employee stock ownership plans (ESOP), and gifting. The discussion highlights the three dimensions of business growth—predictable profits and cash flow, sustainable growth, and transferable value—as essential factors in determining a successful exit strategy. By understanding thes...2024-12-1033 min

The Growth-Drive Hot SeatThe Crazy EightsSummaryIn this conversation, George discusses the 'Crazy 8s"- critical elements for business growth, emphasizing the need for firms to embrace change, innovate, and build strong brands. He introduces the concept of 'burning the boats' to signify the necessity of committing to transformation. The discussion covers the importance of customer satisfaction, sustainable growth, and the creation of transferable business value, culminating in the significance of the brand as a reflection of a company's culture and values.TakeawaysYou need to burn the boats to embrace change.High customer satisfaction is essential...2024-12-0432 min

The Growth-Drive Hot SeatForbes Books CMO about Promoting your Authority with Clients & COIsSummaryIn this conversation, George and Beth LaGuardia Cooper discuss the multifaceted journey of publishing with Forbes Books, emphasizing the importance of maintaining control over one's narrative and the strategic advantages of building authority through publishing. They explore the writing process, the role of media in establishing credibility, and the significant return on investment that comes from publishing a book. The discussion also touches on future initiatives and events that Forbes Books is planning to enhance their offerings.2024-11-1942 min

The Growth-Drive Hot SeatUnlocking Business Success with 90.io 11-12-24SummaryIn this conversation, George and Brandon Snyder discuss the significance of business operating systems, particularly focusing on 90.io, a platform designed to help businesses implement effective strategies. They explore the challenges of exit planning, the importance of advisors in preparing businesses for sale, and the role of transparency in fostering accountability and collaboration within organizations. The discussion emphasizes the need for early engagement in exit planning and the transformative impact of adopting a structured approach to business management. In this conversation, Brandon Snyder and George discuss the importance of building strategic partnerships to enhance client success...2024-11-1245 min

The Growth-Drive Hot SeatLeading Exit 'Doer' Shares Secrets for Successful OutcomesSummaryIn this conversation, the speakers delve into the intricacies of exit planning and strategic business growth. They emphasize the importance of asking the right questions to uncover root causes of business challenges, the need for effective design and execution of plans, and the value of hybrid solutions in exit strategies. The discussion also highlights the evolving role of exit planning as a critical component of overall business strategy, focusing on building resilient and transferable businesses that can withstand market fluctuations. The speakers share insights on the future of exit planning, the significance of stakeholder awareness, and...2024-11-0654 min

The Growth-Drive Hot SeatDelivering Successful Exits: M&A VersionSummaryIn this conversation, Rob Waring and George discuss the intricacies of business transactions, focusing on understanding client intent, the realities of selling a business, and the importance of strategic planning. They emphasize the need for business owners to prepare for life after a sale and the significance of finding the right capital partner. The discussion also covers navigating offers and letters of intent, the importance of storytelling in business valuation, and providing advice for business advisors working with clients looking to sell their businesses.Key TakeawaysIt's important to understand what clients...2024-10-2445 min

The Growth-Drive Hot SeatThe Art of Tax Strategies in Business ExitsSummary: In this conversation, George Sandmann and Jeff Getty discuss the intricacies of exit planning, tax strategies, and the importance of collaboration among advisors. Jeff shares his journey from law school to becoming a transaction advisory expert, emphasizing the need for early tax planning and the benefits of qualified small business stock (QSBS). They explore the dynamics of working with clients and other advisors, highlighting the significance of due diligence and leveraging technology in advisory services. The discussion culminates in the importance of creating a long-term relationship with clients and the need for customized advisory services to ensure successful...2024-09-1742 min

The Growth-Drive Hot SeatA Successful Exit From Both Sides Of The TableSummary Deborah Everson shares her journey of turning around a struggling retail business and successfully exiting it. She emphasizes the importance of maximizing transferable business value and creating options for clients. Deborah and her husband went through a two-year process of preparing their business for sale, including updating inventory, improving systems, and getting their finances in order. They successfully sold the business and ensured that it remained a hardware store in their community. Inspired by their own experience, Deborah now helps other small businesses increase their value and plan for a successful exit.Keywords 2024-09-0439 min

The Growth-Drive Hot SeatBonus Session! The Kumbaya Lie: Why Advisors Don't CollaborateSummary: In this conversation, George discusses why advisors give each the Heisman and so set themselves to fail at delivering client wins. He highlights the challenge of the 'kumbaya lie' and the lack of interest from wealth advisors in working with business advisors. George emphasizes the importance of trust and collaboration between the two groups and proposes a pledge to increase trust and coordination. He also introduces Growth Drive and its certification program, C3D, as tools to facilitate collaboration and provide a common language and guiding principles for advisors.Takeaways-Collaboration between business advisors and wealth...2024-08-3123 min

The Growth-Drive Hot SeatSummit Preview: the Senior Leadership Brain TrustSummary: In this killer roundtable with The Senior leadership Brain Trust of Elene Cafasso, Phil Gafka and Larry Prince we dive into the importance of effective senior leadership in driving business growth and success. The Trust highlights the need for alignment, engagement, and clear direction within the leadership team. They discuss the distinction between leadership and management, with leaders focusing on setting goals and working with people, while managers focus on tasks and processes. The conversation also touches on the role of leadership in building resilience and navigating uncertainty, as well as the importance of creating a people plan...2024-08-2739 min

The Growth-Drive Hot SeatT3 'Think Tanks for Exiting Business Owners'Summary: Vincent Mastrovito, an expert in exit planning, discusses his new T3 think tanks for business owners and next-generation leaders. These virtual think tanks provide a platform for owners to monetize their businesses and transition smoothly, while also helping next-generation owners move into leadership roles and learn how to execute. The think tanks also offer networking opportunities and collaboration with like-minded individuals. Vincent emphasizes the importance of exit planning and the impact it has on the community. He shares stories of successful and unsuccessful transitions and highlights the need for education and discussion among business owners....2024-08-2040 min

The Growth-Drive Hot SeatPhD in Strategic Capacity: Dr. Patricia MaloneSummary: In this episode, George and Dr. Patricia Malone CPA CEPA CMA C3D discuss the concept of strategic capacity and its importance in business advising. Patricia -who holds a PhD in Strategic Capacity!- explains that strategic capacity is a deeply embedded capability for organizations to think and function strategically and build the capacity to reach their mission, vision, and goals. They also discuss the role of culture in strategic capacity and the importance of values in driving behavior and creating a positive work environment. Patricia introduces the SOAR framework, which stands for Strengths, Opportunities, Aspirations, and Results...2024-07-3147 min

The Growth-Drive Hot SeatWinning! The Power of a Referral Sales Strategy with Mike Garrison (He's #1)Summary: In this episode George interviews Mike Garrison, THE expert in building strategic client introductions through referral-based business development. Mike is also CEPA of the Year 2024 - learn why (hint: he is a giver). We discuss the importance of engaging with COIs (Centers of Influence) and the common mistakes people make when seeking referrals. Mike emphasizes the need for a strategic approach to referrals and highlights the power of collaboration and reciprocity in building successful referral networks. In this conversation, Mike Garrison and George discuss the importance of building relationships and leveraging referrals in business development. They emphasize the...2024-07-161h 00

The Growth-Drive Hot SeatMaximizing Shareholder Value through Strategic IntentSummary:In this episode, the participants discuss the fundamental role of the CEO and how the connection between the CEO and shareholders can be summarized. They explore the concept of strategic intent and the importance of clarifying the value that must be reached. The conversation also touches on the interplay between shareholder and stakeholder value, the need for annual and quarterly meetings to set and communicate strategic intent, and the role of the CEO in articulating and leading the execution of the strategy.Keywords: CEO, shareholders, strategic intent, clarify, value, stakeholder value, annual meetings, quarterly...2024-07-1023 min

The Growth-Drive Hot SeatExecutive Roles and Accountability to Growing Profits & ValueSummary: The conversation discusses the four broad accountability categories within an organization: executive, finance, operations, and revenue. Each category has a fundamental role that contributes to maximizing shareholder value and growing profits. The CEO's role is to define the vision and mission of the business, while the CFO focuses on financial reporting and strategy. The COO is responsible for creating efficient and sustainable processes, and the CRO aims to maximize revenue growth. The conversation also highlights the importance of collaborative accountability among the senior leadership team.Takeaways-There are four broad accountability categories within an organization: executive...2024-07-0317 min

The Growth-Drive Hot SeatBeReady Exits: Delivering Successful ExitsSummary: BeReady Exits is a virtual firm that specializes in business exit planning. The founders, Anna Halaburda, John Carter, and Kelly Malaga-LaCarter, bring decades of experience in various fields such as accounting, law, finance, and HR. They collaborate with other professional advisors to provide a comprehensive and holistic approach to exit planning. The firm focuses on delivering successful outcomes for business owners by helping them make informed decisions about their exit strategies, grow the value of their businesses, and navigate the complexities of the transaction process. The Be Ready process is highly collaborative and emphasizes the client's experience and...2024-06-2549 min

The Growth-Drive Hot SeatThe Impacts of Ai on Business AdvisingSummary: In this episode, George interviews Benjamin Bohman, the founder and CEO of Stratisheild, about the role of AI in business advising. They discuss the importance of understanding the why behind implementing AI and the need for businesses to tell a story about their technology. They also explore the potential of AI in revolutionizing the business advising industry, particularly in analytics and data analysis. Benjamin emphasizes the importance of clean and coherent data and the ability of AI to identify anomalies and make proactive decisions based on external data sources. They also touch on the ethical considerations of AI...2024-06-1940 min

The Growth-Drive Hot SeatAi Narrates the Preface of George's Book; The 2024 SummitSummary: This episode is the Preface to George's Book and discusses the importance of business advisory and the middle market in the United States. It emphasizes the need for guidance and support for private businesses to understand and improve their strategic capacity. The conversation highlights the role of business advisors in helping businesses grow and attract capital. It also explores the market of business advisors, including CPAs, management consultants, and CFPs. The episode concludes by emphasizing the goal of building a thriving advisory business based on delivering client results.Takeaways-Private businesses in the middle market generate...2024-06-0512 min

The Growth-Drive Hot SeatEnterprise-Level Expertise in Growth Market Settings: Tim Martin of JACO AdvisorsSummary: The conversation with Tim Martin CEPA of JACO Advisors covers a wide range of topics, including enterprise-level leadership, strategic planning, execution, risk management, equity value planning, and the impact of transparency and collaboration on business success. The discussion also delves into the importance of personal succession planning, business continuity, and the role of advisors in creating successful exits. Additionally, the conversation explores the growth and expansion of a side hustle business in the golf industry, highlighting the practical application of enterprise-level expertise in a smaller business setting.Keywords: enterprise leadership, strategic planning, execution, risk management, equity value...2024-05-2945 min

The Growth-Drive Hot SeatAdvisor Biz Dev: Collaborating with COIs, with guest Chad Connery of Peak Business AdvisorsIn this conversation Growth-Driver Chad Connery of Peak Business Advising discusses the importance of centers of influence (COIs) in sales and marketing. We discuss the need for Business Advisors to use a sales process and the value of collaboration with COIs. Chad shares examples of successful collaborations and highlights the importance of trust, transparency, and clarity in these relationships. The main takeaway from the conversation is the impact of having a well-defined sales process when collaborating with COIs.2024-05-2442 min

The Growth-Drive Hot SeatTop Family Business Expert on Growing and Exiting a Family BusinessSummary: Barry Goodman, an exit planner for family-held businesses, shares his expertise on helping families determine the next steps for their businesses. He emphasizes the importance of having a purpose in life after selling a business and avoiding the negative impact of family conflicts. Goodman specializes in working with family businesses and highlights the need for alignment among family members and senior leadership. He also discusses the role of wealth advisors and insurance advisors in the process and the challenges of managing diverse goals and objectives within a family business. Goodman shares a case study of successfully selling a...2024-05-1537 min

The Growth-Drive Hot SeatBusiness Growth & Exit MASTER: John Fulwider PhD CEPASummary: In this conversation, George interviews John Fulwider, a business advisor with extensive experience using top systems like EOS(r) and Pinnacle Guides(r). They discuss the importance of working with coachable business owners who have big dreams and a desire for growth. They also explore the limitations of traditional business operating systems (BOS) and the need for a quantitative model of business growth. John introduces the concept of a business as a stock car with three V8 engines representing the profit, revenue, and value dimensions of growth. They also discuss the idea of growing, exiting, and repeating as...2024-05-0146 min

The Growth-Drive Hot SeatBusiness Psychology and Family Business Transformation with Dr. Allie TaylorSummary: Dr. Allie Taylor, a business psychologist, specializes in working with family businesses and helping them navigate the challenges that come with multi-generational dynamics. She is often brought in when families hit roadblocks and need additional support. One common issue she sees is the emotional dynamics within families, as families are first and foremost emotional units. Artificial harmony, where people suppress their true emotions to maintain peace, is a common challenge. Dr. Taylor shared a case study of a family business that was struggling with succession and experienced conflict and communication breakdowns. Through her intervention, the family was able...2024-04-2441 min

The Growth-Drive Hot SeatTrailer for Growth-Drive's Business Advisor Hot Seat PodcastTrailer taken from my conversation with Strategic Visionary and Author of 'Lost at CEO' Carl J Cox, CEO of 40 Strategy. Carl is a Growth-Driver who is typically hired by Private Equity Groups and CEOs to get businesses unstuck and deliver growing profits & value. 2024-04-2301 min

The Growth-Drive Hot SeatStrategic Visionary and Author of 'Lost at CEO' Carl J CoxSummary: In this episode, Carl J. Cox discusses his expertise in strategic planning and implementation. He explains how most organizations spend very little time on strategy and how even hiring big firms like McKinsey doesn't guarantee successful implementation. Carl shares his experience working with small to medium-sized businesses and private equity firms to design and implement strategic plans. He introduces his company, 40 Strategy, and their captain strategy methodology. He also highlights the value of using data-driven tools like Growth Drive to assess and prioritize strategies that can increase the value of a business. The conversation explores the importance of...2024-04-1747 min

The Growth-Drive Hot SeatLeadership, Authenticity and Transparency with Former NFL Player and Motivational Speaker Marques OgdenSummary: In this episode, George Sandmann interviews Marques Ogden, a motivational speaker and former NFL player, about the power of authenticity in business. Marques shares his personal story of losing everything and rebuilding his life, emphasizing the importance of being authentic and transparent in leadership. They discuss the parallel between authenticity and vulnerability in business and the need for personal accountability. Marques also talks about his consulting work and how he helps clients execute their vision. The conversation concludes with a focus on future plans, including expanding their coaching and consulting programs.Takeaways: -Authenticity and transparency are k...2024-04-0530 min

The Growth-Drive Hot SeatExit Planning using Growth-Drive: Financial Advisor InterviewSummary: In this episode, George Sandman interviews Francis Brown, a strategic advisor with Brown Advisory. Francis helps high-net-worth families and business owners manage their wealth and prepare for the future. He emphasizes the importance of getting business owners transaction-ready and avoiding common mistakes. Francis also discusses the value of creating options for business owners and helping them understand the personal and professional goals they want to achieve. He highlights the role of a trusted advisor in guiding business owners through the complexities of growing and monetizing their businesses.TakeawaysHelping business owners become transaction-ready and avoid common...2024-03-2036 min

The Growth-Drive Hot SeatMastermind Peer Groups with *Guru* Tina Corner Stolz of LXCouncilSummaryIn this episode you'll learn about the power of questions and peer groups with my friend Tina Corner Stolz, founder of LXCouncil. She is a rock star and shares the power of peer groups and the importance of qualifying members and advisors. She emphasizes the role of questions in building connections and fostering vulnerability. Tina also highlights the benefits of strategic partnerships and the alternative to franchise models. She offers to those interested in peer groups is to seek support and to not go it alone.TakeawaysPeer groups provide valuable support and...2024-03-0644 min

The Growth-Drive Hot SeatBEI Founder John Brown on Mastering Business Continuity with Owner-Centric PlanningBEI Founder John Brown is our guest and we dive deep into the art of creating immortal businesses. John shares his expert insights on succession and owner-based planning. We unpacked the critical importance of growing and protecting business value, and ensuring its continuity - with or without the CEO at the helm. From attracting and retaining top talent using sophisticated incentive plans to the vital role of a robust senior leadership team, get key insights the strategies that drive predictable profits and empower businesses to thrive long-term. 2024-02-2242 min

The Growth-Drive Hot SeatSenior Leadership Expert on Key's to Growing Profits & Transferable ValueSummaryIn this episode, Larry Prince of Prince Leadership discusses his approach to helping clients grow their businesses. He emphasizes the importance of marrying analytical and emotional aspects of business, understanding the why behind growth, and hiring the right people. Larry shares case studies of turning around a home care hospice company and dealing with family tensions in a business. He also highlights the significance of role definition and dignity in the workplace. Larry's greatest success is learning to figure things out and never stop learning.TakeawaysMarrying analytical and emotional aspects of business...2024-02-0834 min

The Growth-Drive Hot SeatCollaboration vs Referrals and the Power of the Platform with Anna Halaburda Jan 25, 2024In this conversation, Growth Driver Anna Halaburda CPA CFP CBEC discusses the importance of collaboration and platform in business advising. She shares her background as a CPA and CFP and explains how she started Be Ready Exits, a business advisory firm focused on exit planning. Anna emphasizes the need for collaboration among advisors and the importance of protecting client relationships. She also highlights the value of using a platform like Growth Drive to provide comprehensive business advising services. The conversation concludes with Anna's advice for advisors and the benefits of eating your own dog food.Takeaways:2024-01-2538 min

The Growth-Drive Hot SeatGuest Stephen Cummings of Rizolve Partners | Jan 11, 2024 001Learn from Steve and Rizolve Partners about qualifying the right clients, winning engagements, and driving client wins. Steve specializes in holistic long-term profit & value growth engagements that typically culminate in an M&A transaction - and he explains securing a success fee overlay on the engagement fees. 2024-01-1134 min

The Wise ExitFinding the Growth Drivers That Deliver M&A Success | George SandmannGeorge Sandmann shares his thoughts on: Creating business engines that deliver predictable profits, cash flow, and sustainable growthDriving predictable, transferable value and a more lucrative M&A transactionGUEST BIO:George Sandmann is an entrepreneur turned growth advisor. An attorney by training, George is an entrepreneur with almost 30 years experience starting and growing companies. After a lifetime of startup success and challenges, George founded his current company, Growth Drive, to deliver tools and technological support to advisory business delivering client wins and M&A success.George's professional vision is for Growth-Drivers to increase St...2023-12-1940 min

Finishing Touches: How to Maximize Value and Strategize Your Business TransitionStrategic Capacity: Do You Have It in Your Business? With George SandmannKey Points From This Episode:[00:02:47] George discusses his book, revealing a three-dimensional approach to business growth and its transformative power for CEOs[00:05:41] The rarity of high-value business transfers and the importance of early exit planning [00:08:47] How Growth Drive's approach serves three types of business owners: those looking to grow, simplify, or sell their businesses [00:12:18] Supporting business advisors through knowledge, tools, and a robust community, aiming for immediate, impactful results [00:16:18] The mutual benefits of advisor-owner relationships Links: George Sandmann on LinkedIn George Sandmann Growth-Drive Vincent Mastrovito on LinkedIn Prome...2023-11-0921 min

Mastermind Mastery: Business Strategies for SuccessPaC’s for Internal Clients with George SandmannWhat is a specialty peer advisory council (PaC)? What is an internal client PaC? Learn what they are and if you are a candidate to launch one on today's episode of Mastermind Mastery with your host Tina Corner Stolz and guest George Sandmann. Speciality PaCs that are made up of internal clients and prospects help the member stop solving problems alone - specialty peer groups are like turbocharged study groups led by a seasoned professional in your field. You will discuss and get support about client cases, sure... but also about winning new clients, the best tools and training, d...2023-08-2922 min

Exit This Way - How to always be exit ready with Michael DeSiatoGrowing Profits and Building Transferable Value with George Sandmann of Growth-DriveIs your business set up to run easier, grow profits, and build transferable value? In the third episode of "Exit This Way," we’re excited to host George Sandmann, Founder and CEO of Growth-Drive, a technology-based system for helping business owners grow profits and transferable value – the ultimate measure of business success.Join us as we discuss George’s “3 Dimensions of Business Growth” methodology, which makes private company growth and equity value actionable. He also shares with us how private businesses in the pre-middle and middle market can increase their strategic capacity and reach defined shareholder goals.G...2023-08-1320 min

Dr. HorrorHorror und Psychoanalyse: Sigmund Freuds "Das Unheimliche"👻Der Nr.1 Podcast für Horrorforschung EPISODE 1: HORROR UND PSYCHOANALYSE - SIGMUND FREUDS "DAS UNHEIMLICHE" Die Psychoanalyse ist bis heute die Theorie, wenn es darum geht zu erkunden, was hinter dem Horror steckt! Aber ehrlich, oft es gar nicht mal so leicht da durchzublicken? - In dieser Episode zeigt Dr. Horror Stefan Sonntagbauer, welche Mechanismen wirklich hinter dem Unheimlichen stecken, wo genau das Unbewusste liegt und wieso die Connection zwischen Horror und Psychologie so gut funktioniert. Dabei erklärt er, wie das mit der Wiederkehr des Verdrängten funktioniert, warum infantile Komplexe auf einmal wieder hochkommen und was da...2023-07-091h 01

The Real Business PodcastThe Intersection of Business Growth and Transferrable ValuePotential value is something business owners are very keen on understanding. Taking a strategic approach to growing value can not just benefit the business for today, but also the owner's financial outlook in the future. In this episode, Brian Trzcinski welcomes George Sandmann, Founder and CEO of Growth Drive, to share his insight on how value growth can set the owner up for future success by making the business easier to run and ultimately more likely to sell or transition.2023-04-3032 min

Above the Law - Thinking Like a LawyerBar Exam Working To Prove Its Own IrrelevancyThis podcast must vest, if at all, within 21 years...The bar exam decided to ask a couple of rule against perpetuities questions, obliterating its last claim to legitimacy -- that it teaches real-life practical law. Another reminder that licensing is broken and we need to take bold steps to reform it. Clarence Thomas opted to give up his cushy seminar at George Washington Law and some people are whining about that. And Nicholas Sandmann's "epic" defamation lawsuit against the entire mainstream media ended with a thud... just like we said it would.2022-08-0335 min